BO

Bach Option Portfolio holdings

AUM $11.6M
1-Year Est. Return 21.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.2M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$466K
3
+$462K
4
BIIB icon
Biogen
BIIB
+$366K
5
T icon
AT&T
T
+$230K

Top Sells

1
+$1.33M
2
+$1.26M
3
+$934K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$830K
5
CRM icon
Salesforce
CRM
+$408K

Sector Composition

1 Healthcare 1.52%
2 Financials 1.31%
3 Communication Services 1.05%
4 Industrials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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55
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56
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58
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59
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62
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63
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